Filed January 19, 2026 (most recent of 5 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,054 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,027 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,968 | $86,897-34.4% | $151,645-62.4% | $64,824-12.1% |
| Participation rate | 94.9% | 87.3%+7.6pp | 87.5%+7.4pp | 71.5%+23.4pp |
| Annual return | -20.34% | -3.57%-16.8pp | 3.34%-23.7pp | 32.84%-53.2pp |
| Employer contribution / active EE | $4,234 | $4,010+5.6% | $6,165-31.3% | $2,507+68.9% |
| Participant deferral / active EE | $3,885 | $6,690-41.9% | $8,363-53.5% | $4,311-9.9% |
| Admin fee / account holder | $43 | $153-71.9% | $11,614-99.6% | $188-77.2% |